AI Narrative Switched, Debt Yields Spike | The Weekly Wrap

Sign up for The Real Eisman Playbook Premium at https://realeismanplaybook.substack.com/

On this episode of The Weekly Wrap, Steve Eisman discusses CoreWeave’s climbing debt, fading confidence in AI data center economics, and whether the business model is unworkable. Steve also walks through a packed earnings week, featuring Meta’s strong 26% revenue growth, Tesla’s stunning 0% revenue growth, SpaceX’s capex-heavy results, and why Netflix is going ex-growth as YouTube conquers the newer forms of media. He also takes a mailbag question regarding the housing market.

00:00 - Intro

01:55 - French Sovereign Bonds Are In Trouble

03:04 - The AI Narrative Has Changed

05:32 - A Whole Bunch of Earnings

17:18 - Mailbag: Should You Buy a Home?

19:29 - Outro

Watch my Financial Literacy Masterclass video here: https://youtu.be/u8chA7LC8lU

Watch my Masterclass on the 2008 Financial Crisis here: https://youtu.be/4bSCdJTbR8I

Subscribe 👉🏻https://www.youtube.com/@RealEismanPlaybook?sub_confirmation=1

Connect with Steve Eisman and access all things The Real Eisman Playbook: